Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.

In this episode of Talk Money To Me, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the latest insights from global CIO Moz Afzal mean for investors right now.

We unpack:

• What changed overnight in markets and why equities rebounded
• The real impact of rising oil prices on inflation and rate cuts
• Why geopolitics (and not fundamentals) is driving volatility
• The significance of US$7.7 trillion sitting in cash
• Where professional investors are positioning portfolios today
• The key investable ideas we are focusing on right now

Including:

✔️ Energy & commodities as inflation hedges

✔️ Short-duration bonds and income opportunities

✔️ AI infrastructure and long-term growth themes

✔️ Credit vs private debt — is the illiquidity premium worth it?

Despite recent market swings, earnings remain strong and the opportunity set continues to build making this a critical time to stay disciplined and positioned for long-term growth.

📩 Get in touch

If you’d like help navigating markets like this or reviewing your portfolio strategy:

📧 cftgroup@shawandpartners.com.au

⚠️ Disclaimer

This podcast is prepared by Felicity Thomas and Candice who are advisers at Shaw and Partners Financial Services Pty Ltd AFSL 236048 and is for general information purposes only. It does not constitute personal financial advice and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance.

Recording 1st April 2026

Hosted on Acast. See acast.com/privacy for more information.

In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.

Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China have been preparing for this environment by stockpiling oil while simultaneously investing heavily in electric vehicles 🚗, batteries 🔋, and solar infrastructure ☀️.

Candice also explores the investable opportunity in solar, highlighting First Solar (FSLR) as a current BUY idea with an attractive entry point.

Candice’s bullish conviction for FSLR includes:

• Strong revenue growth and profitability 📊
• High margins and a solid balance sheet with significant cash reserves 💰
• A large forward order book providing visibility on future earnings 📅
• Expansion of global manufacturing capacity 🏭
• Long-term tailwinds from energy security and global solar demand 🌞

The stock has a potential upside of approximately 25% to 50%, depending on execution and market conditions. Time will tell ⏳.

This episode connects global macro trends to real investment ideas, helping listeners understand not just what is happening in the world but how to position themselves financially 📌.

Disclaimer ⚠️

This podcast is provided by Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. The information contained in this podcast is general in nature only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice, a recommendation, or an offer to buy or sell any financial product. Before acting on any information, you should consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek advice from a licensed financial adviser if required. All investments carry risk, including the risk of loss of capital. Past performance is not a reliable indicator of future performance.

Contact Us 📩

If you would like to discuss your portfolio or explore any of the ideas raised in this episode, please reach out to us:

📧 cftgroup@shawandpartners.com.au

Hosted on Acast. See acast.com/privacy for more information.

Australian Property Market Special

What do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026?

In this episode, Candice Bourke and Felicity Thomas sit down with leading mortgage broker Mitchell Lobb from Distinctive Finance to break down what’s really happening in the Australian property market and where the smartest opportunities may lie.

Whether you're a first home buyer, seasoned investor, or business owner, this episode unpacks the real-world lending strategies most people don’t understand but absolutely should.

🔍 In this episode, we cover:

• What interest rate rises mean in practice for borrowers today
• Why waiting for rate cuts could cost you more than you think
• How banks calculate borrowing power (and why it varies so much)
• Strategies for self-employed borrowers & business owners
• When refinancing becomes a strategic move not just rate chasing
• Debt recycling explained simply (and why it’s back in focus)
• Structuring loans, offsets & equity across multiple properties
• The 2026 property market outlook where prices may be heading
• Top 3 things to do now if you want to buy property in the next 12–24 months

💡 Key takeaway:

In uncertain markets, structure and strategy matter more than ever and those who understand lending dynamics can unlock opportunities others miss.

👤 About our guest - Mitchell Lobb

Mitchell brings over 20 years of experience across NAB, ANZ, St.George and Westpac, including time as a Private Banker in Asia. He now works closely with clients to structure lending strategies that align with long-term wealth creation.

📩 Want help with your investment or property strategy?

Contact us: cftgroup@shawandpartners.com.au and we can faciliate a meeting with Mitch.

⚠️ Disclaimer

Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. This podcast is general information only and does not constitute personal financial advice. You should consider your personal circumstances and seek professional advice before making any financial decisions. Information is current as at 4 March 2026.

Hosted on Acast. See acast.com/privacy for more information.